The import and export features of the American Dream PlannerTM for WindowsTM sets it apart from all other planning software. All exports are encrypted so your information is safe to send to other advisors.
All versions of the American Dream PlannerTM for WindowsTM have the ability to share information.
The benefits of using the import export function include:
- You can send information to others in your office or a remote office.
- You can send information regarding one or more clients including one or multiple scenarios associated with each client with recommendations to your client or to your client’s team of advisors.
- You can review that information and choices on a conference call saving time and scheduling conflicts inherent with in-office appointments with multiple advisors.